Reply offers you many ways to handle email templates, in particular, you can:
- Create a new template
- Move your template to a folder
- Move a template to a team folder
- Copy a template
- Remove a template
- Edit an existing template
- Create a personal/team folder
- Edit personal/team folders
- Share a personal folder with your team
- Search for a template by name
Create a new template
To create a new template, simply press the red Plus button on the top-right corner of the Templates page:
Enter the template name (only you can see it), the subject (you can leave follow-up templates blank if you want them to be sent in the same thread), and write/copy your text. You can also format your text, insert links, variables, as well as attach files and images.
Move your template to a folder
To move templates to the desired folder, simply tick a template/templates, select the Move to folder icon as shown on the screenshot below, and choose the folder from the drop-down list:
Move template to a team folder
On the Templates page, select one or several templates from the list. Choose the Move to folder action from the top menu and then a team folder from the drop-down.
Please note that the templates moved to team folders from your personal folders become visible to everyone in your team. They can be shared in both Team Edition Private and Team Edition Public modes.
Copy a template
You can also clone any template and quickly create new improved versions based on the copied template. On the Templates page, select any template and then the Copy template icon on the top-right corner of the template view:
Remove a template
To remove a template that you no longer need, simply click the Trash icon from the template view:
Please note that the template will be removed from the list but not from the DB. The template should still be visible in the sequence stats and on the Reports page until the sequence is removed or archived.
Edit an existing template
By clicking on a template, you can read the template copy and start editing it:
If a template is connected to several sequences, you can instantly change its copy for all of them. That makes editing text for multiple sequences a much quicker and better experience.
Create a personal/team folder
To create a new folder, click on the Plus button next to the selected folder group. In the pop-up window, enter the folder name and click Save:
Edit personal/team folders
To edit a personal or team folder, hover over the desired folder and select the Edit action icon from the drop-down list. In the pop-up window, edit the folder name and click on Save:
Share a personal folder with your team
To share a personal folder with your team, hover over the desired folder and select the Share action icon from the drop-down list:
Your personal folder now becomes visible to everyone in the team and moves to the Team section of folders.
Search for a template by name
Open the Templates page, click Search at the top of the template list. In the search field, you can find any template by its name: